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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,308 | $70,366-25.7% | $66,674-21.5% | $138,895-62.3% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 8.01% | 386.41%-378.4pp | 321.24%-313.2pp | 145.39%-137.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,041 | $4,374-76.2% | $4,084-74.5% | $6,396-83.7% |
| Admin fee / account holder | $2,804 | $5,262-46.7% | $5,098-45.0% | $12,562-77.7% |